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Logan Ridge Finance Ownership | Who Owns Logan Ridge Finance?

OverviewRevenueFinancialsChartTranscripts

Logan Ridge Finance Ownership Summary

Logan Ridge Finance is owned by 30.00% institutional investors, 10.34% insiders, and 59.66% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 8.79% of LRFC shares. High Income Securities is the top mutual fund, with 3.06% of its assets in Logan Ridge Finance shares.

LRFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLogan Ridge Finance30.00%10.34%59.66%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks50.65%9.51%39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bulldog investors, llp233.55K8.79%$4.44M
Punch & associates investment management227.96K8.58%$4.33M
Wealth enhancement advisory services161.13K6.02%$4.00M
Css llc/il42.24K1.59%$802.14K
Almitas capital31.00K1.17%$576.95K
Dakota wealth management14.95K0.56%$373.60K
Ubs group12.74K0.48%$318.40K
Laurel wealth advisors4.73K0.18%$118.18K
Acadian asset management1.32K0.05%$32.00K
Jpmorgan chase1.00K0.04%$24.53K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bulldog investors, llp233.55K1.12%$4.44M
Punch & associates investment management227.96K0.27%$4.33M
Almitas capital31.00K0.15%$576.95K
Css llc/il42.24K0.04%$802.14K
Laurel wealth advisors4.73K0.02%$118.18K
Dakota wealth management14.95K0.01%$373.60K
Wealth enhancement advisory services161.13K0.01%$4.00M
Ubs group12.74K0.00%$318.40K
Acadian asset management1.32K0.00%$32.00K
Advisor group---

Top Buyers

HolderShares% AssetsChange
Css llc/il42.24K0.04%42.24K
Almitas capital31.00K0.15%31.00K
Ubs group12.74K0.00%959.00
Raymond james financial33.00-33.00
Wealth enhancement advisory services161.13K0.01%-

Top Sellers

HolderShares% AssetsChange
Repertoire partners lp---148.13K
Arbiter partners capital management---50.36K
Bridgeway capital management---26.73K
Empowered funds---14.13K
Bulldog investors, llp233.55K1.12%-6.73K

New Positions

HolderShares% AssetsChangeValue
Css llc/il42.24K0.04%42.24K$802.14K
Almitas capital31.00K0.15%31.00K$576.95K
Raymond james financial33.00-33.00$627.00

Sold Out

HolderChange
Wells fargo & company/mn-2.00
Bokf, na-51.00
Tower research capital llc (trc)-89.00
International assets investment management-400.00
Ifp advisors-703.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251220.00%796,731-0.30%293.31%525.00%3200.00%
Mar 31, 202510-23.08%799,1033.11%303.59%4-1-66.67%
Dec 31, 202412-20.00%691,705-2.76%253.66%3-57.14%2-60.00%
Sep 30, 2024157.14%711,3428.38%264.43%716.67%5150.00%
Jun 30, 202414-12.50%656,3353.98%244.47%6-2-50.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
High Income Securities81.30K3.06%-
Special Opportunities Fund Inc81.16K3.06%-
Special Opportunities Fund81.16K3.06%-
EA Bridgeway Omni Small-Cap Value ETF14.11K0.53%25.00
Bridgeway Omni Small-Cap Value N12.60K0.47%-
Bridgeway Omni Small-Cap Value12.60K0.47%-
Fidelity Nasdaq Composite Index3.63K0.14%-

Recent Insider Transactions

DateNameRoleActivityValue
May 13, 2025Schafer Patrick Chief Investment OfficerBuy$4.97K
May 13, 2025Goldthorpe Edward J. President, CEOBuy$14.84K
Nov 16, 2021Schafer Patrick Chief Investment OfficerBuy$12.72K
Nov 15, 2021Schafer Patrick Chief Investment OfficerBuy$12.50K
Jun 23, 2021Carroll Larry W.-Buy$49.60K

Insider Transactions Trends

DateBuySell
2025 Q3--
2025 Q22-
2025 Q1--
2022 Q2--
2021 Q42-

LRFC Ownership FAQ

Who Owns Logan Ridge Finance?

Logan Ridge Finance shareholders are primarily institutional investors at 30.00%, followed by 10.34% insiders and 59.66% retail investors. The average institutional ownership in Logan Ridge Finance's industry, Asset Management Stocks, is 50.65%, which Logan Ridge Finance falls below.

Who owns the most shares of Logan Ridge Finance?

Logan Ridge Finance’s largest shareholders are Bulldog investors, llp (233.55K shares, 8.79%), Punch & associates investment management (227.96K shares, 8.58%), and Wealth enhancement advisory services (161.14K shares, 6.02%). Together, they hold 23.40% of Logan Ridge Finance’s total shares outstanding.

Does Blackrock own Logan Ridge Finance?

BlackRock is not among the top 10 institutional shareholders of Logan Ridge Finance.

Who is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested, with 1.12% of its assets in 233.55K Logan Ridge Finance shares, valued at 4.44M$.

Who is the top mutual fund holder of Logan Ridge Finance shares?

High Income Securities is the top mutual fund holder of Logan Ridge Finance shares, with 3.06% of its total shares outstanding invested in 81.3K Logan Ridge Finance shares.

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